The systems that do the work your team does not have time for.
AI automations, follow-up, and dashboards wired into the tools you already use, so nothing falls through the cracks and you do not have to hire for it.
20 minutes, no pitch. You leave knowing the one thing I would fix first.
Follow-up health report
Response times, follow-up coverage, revenue recovered.
A lead can go cold in the time it takes to finish one showing. A past client goes quiet and nobody circles back. It is not a marketing problem and it is not the market; it is the gap between interest and follow-up, and your team is too busy to run it by hand.
You are not understaffed.
You are under-systemized.
The follow-up plumbing your team never has time to build.
AI automations and workflows
Lead capture, qualification, follow-up, and nurture, in your voice.
The connections
Wired into the CRM and the tools you already run.
Dashboards and charts
The pipeline, the follow-up, and the numbers in one place.
The build and handover
A working system that is yours to keep.
Owner-led real estate teams first.
Also any coach or business who wants the automation and workflow layer without the full product build.
The Charter. Locked rates for the first 5 founders.
Active through August 31, 2026 or 5 clients, whichever comes first. Charter clients lock in this rate for the lifetime of the engagement.
Find the leak before you spend a dollar fixing it.
One workflow, audited end to end. One quick win shipped and handed over.
Audit + roadmap + one working automation, yours to keep.
- One core workflow mapped end to end.
- A response-time and follow-up scorecard in real numbers.
- A ranked build plan, ordered by dollar impact.
The audit fee is credited toward your first month if you continue.
Fix the broken follow-up.
Every lead answered in seconds, not hours.
1 automation per month + 1 AI workflow per quarter.
- One new automation built each month, off your audit roadmap.
- A monthly follow-up health report, so you watch the leak shrink.
- Runs in your tools, in your voice. No new software for your team.
3-month minimum. Charter pricing held through August 31, 2026.
Ongoing build pace.
Pull revenue out of leads and clients you already paid for.
2 automations per month + 1 AI workflow per quarter.
- Dormant-database reactivation and past-client nurture.
- A custom dashboard: your listings, clients, and messaging in one place.
- Review and referral capture, and a monthly strategy review.
3-month minimum. Charter pricing held through August 31, 2026.
What lands in your workspace
A map of where leads and clients fall out of your follow-up, ranked by what each leak costs.
A real, working piece of your follow-up shipped live each month, not a prototype.
A bigger build that needs judgement, not just a trigger.
One page, in plain numbers, showing the leak shrinking. You see the dollar, not a vibe.
Every build ships with a short runbook, a walkthrough video, and a written SOP.
A weekly Loom, one 60-minute strategy call a month, and a shared channel with a reply inside one business day.
A live and recorded walkthrough so the system gets used, not ignored.
Public, open source, checkable.
My working library of production Claude skills is public and MIT licensed. Every Charter engagement ships against real, checkable code.
Most teams start with the Follow-Up Audit: one week, fixed fee. We map exactly where follow-up leaks, then build and hand over one working automation that is yours to keep. From there, the retainer runs it month to month.
See where your follow-up leaks.
Ready to close the follow-up gap?
Charter pricing held through August 31, 2026.